Unclaimed
Macon Clarkson is a financial advisor with over 13 years of experience. Macon currently works at Blue Edge Capital, LLC. Macon is a Chartered Financial Analyst. Previously, Macon worked at NYLIFE DISTRIBUTORS LLC and LEHMAN BROTHERS INC. Macon has passed the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Macon specializes in portfolio management for both individuals and businesses. Macon primarily works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/24/2018 - Present
Blue Edge Capital, LLC (RICHMOND VA)
VA
06/26/2013 - 01/04/2017
NYLIFE DISTRIBUTORS LLC (RICHMOND VA)
NY
11/12/2003 - 02/22/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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